Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latoya? Claim Your ProfileLatoya Bagwell is a registered representative with Rockefeller Financial LLC and Rockefeller Capital Management. Latoya has been in the financial services industry since 2016. Latoya is licensed to offer securities advice and investment products in 53 states, and her expertise covers a wide range of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
03/05/2024 - Present
Rockefeller Financial LLC (New York NY)
PA
09/27/2023 - 03/08/2024
MORGAN STANLEY (Blue Bell PA)
NJ
02/04/2019 - 09/28/2023
ROCKEFELLER FINANCIAL LLC (Hamilton Township NJ)
NJ
08/24/2017 - 01/23/2019
PRUCO SECURITIES, LLC. (ISELIN NJ)
NE
08/08/2016 - 08/07/2017
TD AMERITRADE, INC. (OMAHA NE)
NJ
01/19/2016 - 07/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 04/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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